Semiconductors, Miners, Banks to Outperform Among European Stocks -- Market Talk

Dow Jones06-09

1317 GMT - Semiconductors, miners and banks are the sectors that will outperform among European equities, Morgan Stanley analysts write. The number of attractive semiconductor stocks is increasing, with the Dutch AEX's heavy weighting toward the sector making the country attractive, they say. Miners benefit from idiosyncratic forces driving metals higher, as well as the sector's link to the build-out of AI. The analysts flag copper miner KGHM and silver miner Fresnillo, among others. Banks will outperform as a result of higher yields on deposits and as efficiency savings resulting from AI uptake increase, they say. Siemens, ASML and Dutch bank ABN Amro are the analysts' top stock picks on the continent.(josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

June 09, 2026 09:17 ET (13:17 GMT)

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